Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 122 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$144,118,000
+49087.0%
2,600
-48.0%
0.00%
-83.3%
Q4 2020$293,000
-2.7%
5,000
-3.8%
0.01%
-25.0%
Q3 2020$301,000
+4.2%
5,200
+4.0%
0.01%0.0%
Q2 2020$289,0005,0000.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 294,525$17,236,00011.42%
Curi Wealth Management, LLC 128,353$7,511,0005.43%
CONSULTIVA WEALTH MANAGEMENT, CORP. 3,243$190,0004.43%
ATTICUS WEALTH MANAGEMENT, LLC 125,601$7,350,0003.70%
LFA - Lugano Financial Advisors SA 71,405$4,179,0003.24%
VALICENTI ADVISORY SERVICES INC 164,496$9,626,0003.12%
Lowe Wealth Advisors, LLC 97,107$5,683,0002.89%
MACRO Consulting Group 84,603$4,955,0002.87%
Mascoma Wealth Management LLC 82,509$4,828,0002.42%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 124,206$7,269,0002.07%
View complete list of ISHARES TR shareholders